Finance & Self Direction Specialist

Description

The Finance and Self-Direction Specialist plays a crucial role in ensuring the smooth and efficient operation of our financial processes. This role involves coordinating intake processes, maintaining accurate client records, assisting with payroll and accounts payable, and supporting compliance with state regulations. The ideal candidate will be organized, communicative, and experienced in administrative and financial support functions. 

• Coordinate intake meetings and collect required documentation for new clients.
• Ensure the accuracy and completeness of payroll and financial records.
• Support payroll and accounts payable processes, including bi-weekly reviews and AP approvals.
• Maintain up-to-date client records and documentation in eVero and SharePoint.
• Generate weekly billing reports and monthly vouchers; assist with billing trackers and payment verification.
• Organize and update resource materials, training documents, and state policy binders.
• Provide administrative support, including filing, data entry, and document management.A
• Assist with special projects and training initiatives for new staff.

Requirements

•  High school diploma or equivalent required; associate's or bachelor's degree in business administration, finance, or a related field preferred.
• Proven experience in an administrative or finance-related role.
• Experience with IDD, OPWDD, Home and Community Based Services (HCBS) and Self-Direction.
• Familiarity with financial systems and procedures.
• Strong organizational and communication skills.
• Proficiency in data management systems such as eVero, SharePoint, and FundEZ preferred.
• Experience in payroll, billing, or accounts payable is a plus.
• Ability to handle sensitive and confidential information responsibly.